Private Client Financial Planner
3 days ago
The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
You will be capable of building relationships with both new and existing private clients.
Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relationships.
**Responsibilities**:
- Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives.
- This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances includingthe tax situation. This will require meeting prospective clients to present our proposed solutions.
- 'Managing out' existing investments and reinvesting the capital into managed portfolios.
- Regular reporting of changes within portfolios and performance to clients.
- Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims.
- Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service.
- To engage with and understand prospective clients needs.
- To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them.
- To convert such prospective clients into clients and gain additional assets and revenue.
- To continually engage with existing clients, deepening and developing relationships.
- To provide ongoing support and administration to existing clients.
- To regularly review existing clients circumstances to ensure suitable for their current circumstances.
- To maintain adequate records of all ongoing and pertinent communications with clients.
You will have min diploma level 4 but ideally be chartered and hold CF30.
You will be driven, ambitious and have excellent client focus.
In return you will receive a top end salary and benefits package including PMI and PHI.
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
-
Private Client Financial Planner
7 months ago
Edinburgh, United Kingdom Idex Full timeThe Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Lead flow for prospective clients will arise from a variety of sources...
-
Financial Planner
5 days ago
Edinburgh, United Kingdom MB Fitzgerald Full time**Financial Planner - Edinburgh - National Wealth & Investment Management Organisation - HNW Client book provided - Salary around £60K plus great company benefits and Bonus** MBF Are currently working with one of the UK's premier Wealth & Investment Management Organisations who are looking to recruit an experienced Financial Planner. The role: - You will...
-
Financial Planner
5 days ago
Edinburgh, United Kingdom mbf. Full time**Financial Planner - Edinburgh - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus** MBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienced Financial Planner to manage and grow a HNW client book The company: - With...
-
Financial Planner
3 weeks ago
City of Edinburgh, United Kingdom Cooper White Group Full timeJob Description About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland.They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner...
-
Financial Planner
2 months ago
Edinburgh, United Kingdom Cooper White Group Full timeAbout the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner Director, who can...
-
Financial Planner
1 month ago
Edinburgh, Scotland, United Kingdom ASPIRE SEARCH CONSULTANTS LLP Full timeFinancial Planner / Edinburgh / Permanent / Competitive reward structureDue to continued success, our client is seeking an Edinburgh-based financial planner to assist with developing its award-winning wealth offering further.Extremely client-focused, this well-established, secure and well run wealth manager offers market-leading financial advice through its...
-
Financial Planner
5 days ago
Edinburgh, United Kingdom JohnstonGreer Full timeFinancial Advisor £48,000 to £56,000 plus bonus and benefits Financial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known in the area and it continues to grow through the acquisition of quality business and anincrease in third-party...
-
Financial Planner
2 months ago
Edinburgh, United Kingdom Cooper White Group Full timeJob Description About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial...
-
Financial Planner
1 day ago
Edinburgh, United Kingdom Three Bridges Recruitment LTD Full timeThree Bridges Recruitment are proud to present an opportunity with a successful asset management company based in Edinburgh. This company is reporting large growth and maintains a fantastic number of high net worth clients as well as great personal relationshipswith all they advise. This role would be perfect for an individual looking to get into full time...
-
Financial Planner
7 months ago
Edinburgh, United Kingdom Recruit UK Full timeAn esteemed & Chartered Edinburgh-based firm, known for providing exceptional independent financial advice to its loyal clientele, is currently searching for a Financial Planner who can immediately make an impact. In this role, you will have the opportunity to work with an established client base while also generating new business. With comprehensive...
-
Financial Planner
7 days ago
Edinburgh, United Kingdom mbf. Full time**Financial Planner - Edinburgh - Leading Investment Management Organisation - Salary negotiable around £55K plus bonus and Benefits** Our client is one of the leading names in both the Investment Management and Wealth Planning markets in the UK. As part of a continued growth plan, they are currently seeking Financial Advisers to join their newest Wealth...
-
Financial Planner
5 days ago
Edinburgh, United Kingdom mbf. Full time**Financial Planner - Edinburgh - National Wealth Management Organisation - Hybrid working - Salary to £60,000 plus Bonus plus Benefits** MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Planner to their team in Edinburgh. The role: - The role is focused on servicing...
-
Trainee Financial Planner
7 months ago
Edinburgh, United Kingdom Recruit UK Full time**Are you an experienced Paraplanner looking to become a Financial Planner?** A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of substantial growth, they are looking for someone who has a wealth of knowledge in...
-
Strategic Financial Planner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeRole OverviewWe are seeking a Strategic Financial Planner to join our Private Client Team. As a key member of our team, you will be responsible for delivering comprehensive financial planning solutions to high net worth clients.The ideal candidate will have extensive knowledge of wealth management, pensions, investment, and tax planning, with a strong...
-
Financial Planner
7 days ago
Edinburgh, United Kingdom Recruit UK Full time**Have you reached that point of your career as a Financial Adviser where you are more of a farmer than a hunter?** **Want to focus more on servicing clients to a high standard and build long lasting relationships?** Recruit UK are working on an excellent opportunity for a Financial Planner in Edinburgh to join one of the UK’s leading and rapidly growing...
-
Employed Financial Planner
5 days ago
Edinburgh, United Kingdom BWD Search & Selection Full timeBWD are supporting a leading financial planning and investment management firm with the hiring of a progressive financial planner. Continued growth within their Edinburgh office has created a need for a further financial planner initially servicing and developing the needs of some of their existing clients. A recent acquisition will see a continued flow of...
-
Trainee Financial Planner
5 days ago
Edinburgh, United Kingdom mbf. Full time**Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.** Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Edinburgh The role: - This exceptional opportunity is a chance for an...
-
Financial Planner
3 days ago
Edinburgh, United Kingdom Heat Recruitment Full timeAn exciting opportunity has arisen for an experienced financial planner to to join a growing asset management business based in central Edinburgh. The business is looking for a highly-technical individual to come in and oversee the servicing of a significant client bank. You can also expect to generate new business by referrals from this bank and through the...
-
Financial Planner Assistant
1 month ago
Edinburgh, Edinburgh, United Kingdom Schroders Full timeWe are seeking a highly skilled Financial Planner Assistant to join our team at Schroders. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and supporting our Wealth Planners in managing client relationships.The successful candidate will have a good understanding of the financial services...
-
Trainee Financial Planner
7 days ago
Edinburgh, United Kingdom Recruit UK Full time**Are you seeking a structured and clear route to becoming a competant Financial Adviser?** **Do you hold your full level 4 but know where you currently work won't put you into Advice?** Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Edinburgh to join one of the UK’s leading and rapidly growing Financial Advice...